Chole Kirwan

Chief Operating Officer at Reston Wealth Management LLC

Finance

Consumer Services

Profile

Chloerissa Grey Kirwan is a Wealth Advisor at Reston Wealth Management LLC since 2011.
Prior to this, she worked as a Principal at LPL Financial LLC from 2010 to 2017.
She completed her undergraduate degree from the University of Virgin Islands.

Chole Kirwan active positions

Companies	Position	Start
Reston Wealth Management LLC Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners.	Chief Operating Officer	2011-02-28

All active positions of Chole Kirwan

Former positions of Chole Kirwan

Companies	Position	End
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Corporate Officer/Principal	2017-01-05

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Training of Chole Kirwan

University of Virgin Islands

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	2
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Finance
Reston Wealth Management LLC Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners.	Finance